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#12
08-16-2007, 12:01 AM
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Re: What stocks are bargains right now?
My favorites right now:
Metlife (MET) Conoco Phillips (COP) Helmerich & Payne Inc (HP) Bank of America (BAC) Fedex (FDX) Group One Auto (GPI) Mercury General Corp (MCY) 
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#13
08-16-2007, 12:01 AM
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Re: What stocks are bargains right now?
It's hard to figure out a fair price for tech, but it's about as cheap as it's ever been wrt earnings. Look at QQQQ for example.
GOOG's PE is not much above 40. That's not exactly the defn of a value stock but if you think they'll be growing for a while yet, it actually could be a bargain. Just dropped under 500 today.
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#15
08-16-2007, 12:50 AM
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Re: What stocks are bargains right now?
[ QUOTE ]
Def of stock price: The present value of all future cash flows. [/ QUOTE ] Isn't that the definition of Intrinsic Value? Much different than the definition of stock price.
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#16
08-16-2007, 12:55 AM
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Re: What stocks are bargains right now?
I think ADY at 18 is very cheap. I agree that USG is cheap right now too. I'm just bought a small position in TGIS at 8 and am continuing to research it. I there could be some good value there.
(I own ADY and TGIS.)
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#17
08-16-2007, 12:56 AM
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Re: What stocks are bargains right now?
[ QUOTE ]
[ QUOTE ] Def of stock price: The present value of all future cash flows. [/ QUOTE ] Isn't that the definition of Intrinsic Value? Much different than the definition of stock price. [/ QUOTE ] No that is the def of stock price. That is it.
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#18
08-16-2007, 01:29 AM
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Re: What stocks are bargains right now?
Nah, half the people trading it have no idea what their current cash flows are much less their future cash flow. It's defined more like the median of what buyers want to pay for it and what sellers want to get for it.
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#19
08-16-2007, 02:07 AM
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Re: What stocks are bargains right now?
[ QUOTE ]
[ QUOTE ] [ QUOTE ] Def of stock price: The present value of all future cash flows. [/ QUOTE ] Isn't that the definition of Intrinsic Value? Much different than the definition of stock price. [/ QUOTE ] No that is the def of stock price. That is it. [/ QUOTE ] the definition of stock price is what people will pay for it.
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#20
08-16-2007, 05:04 AM
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Re: What stocks are bargains right now?
[ QUOTE ]
[ QUOTE ] [ QUOTE ] [ QUOTE ] Def of stock price: The present value of all future cash flows. [/ QUOTE ] Isn't that the definition of Intrinsic Value? Much different than the definition of stock price. [/ QUOTE ] No that is the def of stock price. That is it. [/ QUOTE ] the definition of stock price is what people will pay for it. [/ QUOTE ] Yeah reminds of another buffet quote, price is what you pay value is what you get.
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